Upload quotes, membership forms, meeting minutes, etc.
7
Select Purchasing Group
Select the appropriate purchasing group based on location or group
8
Check Blanket (optional)
Check blanket if the purchase order will remain open till all funds are exhausted. (Ex. Wal-Mart purchase order for multiple purchases throughout the year)
9
Check Shop Online (optional)
Choose this option if shopping through ecommerce (i.e. Amazon, School Specialty, etc.)
10
Search for Vendor
Start typing the name of the vendor
11
Select vendor
12
Enter Purchase Order Description
The description should provide a brief overview of items to be purchased and uses.
13
Choose Ship to Location
14
Update Attention To
Change the attention to name if shipping to someone other than the purchaser, default will be the requestor.
15
Click on Save & Add Detail
16
Enter Item Description
Enter description on first item to be purchased, include item numbers, etc.
17
Update Quantity
18
Enter Unit Cost
19
Select Account Code
Select account code purchase order will be encumbered from.
20
Click on Save & Add Another
If purchasing more than one item, or adding shipping costs. Click Save & Add Another and start at step 16.
21
Click on Save & Submit
Well done!
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